Axis Income Plus Arbitrage Active FoF Direct-IDCW Half Yearly Reinvestment
Axis Income Plus Arbitrage Active FoF Direct-IDCW Half Yearly Reinvestment: Mutual Fund Overview
Axis Income Plus Arbitrage Active FoF Direct-IDCW Half Yearly Reinvestment is an Income plus Arbitrage mutual fund with over 6.12 years of performance history. The scheme manages an AUM of ₹2092.42 Cr and has a NAV of ₹11.7811. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 8.1%.
Hybrid, Income plus Arbitrage, Principal at low to moderate risk
1 Year Return 8.1% at 12 Mar 2026 08:20 PM
Fund Details
NAV 11.7811
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 6.12
Fund Size(in Crores) 2092.42
Fund Performance
1 Month 0.48%
3 Month 1.24%
6 Month 2.89%
1 Year 8.1%
3 Year 8.12%
5 Year 6.84%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.01%) Market Cap Small Cap 0.01 Mid Cap 4.78 Large Cap 95.22 Top Sectors Financial 33.08 Energy 12.59 Technology 7.66 Automobile 7.36 Consumer Staples 6.51 Services 5.04 Healthcare 4.7 Metals & Mining 4.51 Construction 4.12 Materials 3.82 Communication 3.8 Capital Goods 3.27 Insurance 1.69 Consumer Discretionary 1.3 Chemicals 0.57 Top Holding Solar Industries India 0.24 Maruti Suzuki India 1.41 Axis Bank 2.87 Cholamandalam Investment and Finance Company 0.53 Nestle India 0.67 TVS Motor Company 0.66 HDFC Life Insurance 0.56 DLF 0.28 Eicher Motors 0.8 Bajaj Finance 1.92 Hindalco Industries 0.97 Shriram Finance 1.1 Kotak Mahindra Bank 2.21 Divi's Laboratories 0.59 Reliance Industries 6.82 United Spirits 0.29 Jindal Steel 0.34 Indian Railway Finance Corporation 0.13 Power Fin. Corp. 0.43 Tata Power Company 0.46 Apollo Hospitals Enterprise 0.58 Tata Steel 1.27 REC 0.32 Bajaj Finserv 0.83 Max Healthcare Institute 0.59 Pidilite Industries 0.33 Tata Motors Passenger Vehicles 0.58 Vedanta 0.88 State Bank of India 3.62 ABB India 0.23 Trent 0.63 Britannia Industries 0.51 JSW Steel 0.86 Punjab National Bank 0.32 Adani Green Energy 0.21 Siemens 0.22 Havells India 0.26 Torrent Pharmaceuticals 0.33 Power Grid Corporation Of India 0.98 NTPC 1.31 Ambuja Cements 0.22 Bajaj Auto 0.8 Cipla 0.55 Shree Cement 0.25 JSW Energy 0.19 Bajaj Holdings & Invest. 0.34 Hindustan Zinc 0.19 Tech Mahindra 0.63 Avenue Supermarts 0.41 Adani Enterprises 0.41 Bosch 0.25 Sun Pharmaceutical Industries 1.33 GAIL (India) 0.33 Adani Ports and Special Economic Zone 0.81 Interglobe Aviation 0.79 Tata Consultancy 1.95 Bharat Electronics 1.15 ITC 2.19 Titan Company 1.3 LTIMindtree 0.3 Larsen & Toubro 3.64 Coal India 0.71 Grasim Industries 0.77 HDFC Bank 9.85 Hindustan Unilever 1.5 Zydus Lifesciences 0.17 Asian Paints 0.78 Wipro 0.42 Canara Bank 0.38 Siemens Energy India 0.19 Bank of Baroda 0.43 Mahindra & Mahindra 2.2 ONGC 0.79 Bajaj Housing Finance 0.06 Godrej Consumer 0.35 TVS Motor Company - Pref. Shares 0.01 Adani Power 0.4 The Indian Hotels Company 0.42 Eternal 1.28 Life Insurance 0.14 Mazagon Dock Shipbuilders 0.12 Bharat Petroleum Corporation 0.54 Bharti Airtel 3.8 Hindustan Aero 0.54 HCL Technologies 1.06 CG Power 0.36 JIO Financial 0.6 Hyundai Motor 0.22 Infosys 3.3 Ultratech Cement 1.09 ICICI Lombard Gen. Insurance 0.33 Varun Beverages 0.45 Dr. Reddy's Laboratories 0.57 Indian Oil Corporation 0.51 ICICI Bank 7.14 Tata Consumer Products 0.54 Lodha Developers 0.2 Info Edge (India) 0.29 Samvardhana Motherson 0.43 Adani Energy Solutions 0.25 SBI Life Insurance Company 0.66
Debt & Others (0%) Sector Allocation CBLO 0.2 Net Payables -0.2 Debt Credit Ratings Debt Category Others -0.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.46% Ret 1Y 6.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.46% Ret 1Y 6.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.48% Ret 1Y 7.13% Ret 3Y 7.38% Ret 5Y 6.3%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.06%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Anagha Darade
Education Ms. Darade has done B.Com and CA
Experience Prior to joining Axis Mutual Fund, she has worked with Haribhakti & Co. and R.S. Sanghai & Associates
Karthik Kumar
Education Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 7
Date of Incorporation 2020-01-28
Total AUM 366904.0
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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